Bailey Wealth Management, led by Susan Marie Bailey, is a financial planning practice affiliated with UBS Financial Services, Inc. They offer a range of services that go beyond traditional portfolio investment management, including income planning, insurance protection, long-term care, and generational wealth transfer. With over three decades of experience in the financial services industry, Susan specializes in corporate stock benefit management for employees at major corporations in Arizona and is a strong advocate for financial education for women.
Susan Marie Bailey, a Senior Vice President of Wealth Management, brings a wealth of knowledge and expertise to her role. Graduating Cum Laude with a Bachelor of Science in Business from Arizona State University, Susan has been recognized for her achievements as a top financial advisor by Barron's and Forbes. Committed to giving back to the community, she is associated with multiple charitable organizations and is passionate about supporting foster dogs and animal rescue. Susan resides in Scottsdale with her two adult children and three Chihuahua housemates.
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